Martech Stack Consulting: Get Your Tools in Order

Review and streamlining of the marketing and sales tool stack

Consulting · Martech Stack

When do you need to review your martech stack?

When you pay for tool licences that hardly anyone uses.
If several tools do the same job in different departments.
When marketing and sales data do not match across platforms.
If you need to choose a CRM, an automation platform or a new website and are not sure which option fits.
When the team spends more time moving data than using it.

Fewer tools, better chosen and well connected

We review the marketing and sales tools you use, how they are used and what they cost, and compare them with what the business needs. The result is a clear diagnosis and a concrete recommendation: what to keep, replace, remove and add.

Step 1

Inventory and real usage

We list every tool, its cost, its users and the features actually in use, and identify overlaps and siloed data.

Step 2

Business requirements

We define what marketing, sales and management need to attract, manage and measure, and which processes the tools must support.

Step 3

Comparison and recommendation

We compare market alternatives and propose the recommended stack, with the costs, priorities and risks of each change.

Tool inventory

A complete picture of current platforms, licences, users and costs.

Usage analysis

We measure which features are used and which are paid for but never used.

Data map

We show how contact, customer and opportunity data flows, and where it gets lost.

Vendor comparison

We assess alternatives with objective criteria: features, integrations, cost and ease of use.

Cost optimisation

We identify surplus licences, duplicate tools and savings opportunities.

Recommended stack

We propose the combination of tools that best fits your team and your processes.

Is it useful if we only have a CRM and a website?Santiago Marquez2026-09-29T19:17:19+00:00

Is it useful if we only have a CRM and a website?

Yes. Even with a few tools, it matters that they are well connected and that the team makes the most of them. The analysis adapts to the size of your stack.

Can you help us implement the changes?Santiago Marquez2026-09-29T19:17:15+00:00

Can you help us implement the changes?

Yes. Smart Team can handle migration, integrations and configuration, or support your team during implementation.

What do we receive at the end?Santiago Marquez2026-09-29T19:17:10+00:00

What do we receive at the end?

You receive the tool inventory with costs, the usage analysis, the data map, the comparison of alternatives and the recommended stack with priorities.

Do you need access to all the tools?Santiago Marquez2026-09-29T19:17:06+00:00

Do you need access to all the tools?

Read-only access or review sessions with the people who use them are enough. What matters is understanding how they are used day to day.

Will you recommend switching tools?Santiago Marquez2026-09-29T19:17:01+00:00

Will you recommend switching tools?

Only if it makes sense. If you already work with a platform, we first check whether it can cover your needs with better configuration. We propose changes when cost or limitations justify them.

How is this different from technology strategy?Santiago Marquez2026-09-29T19:16:57+00:00

How is this different from technology strategy?

Martech stack consulting is a diagnosis: it reviews your current tools and recommends what to keep, replace or add. Technology strategy turns that recommendation into a roadmap and supports implementation, integrations and adoption.

What do you gain from martech stack consulting?

You move from piling up tools to having a stack your team actually uses and that you can justify.

Know which tools add value and which do not.
Cut unnecessary licences and costs.
Choose new tools with objective criteria.
Avoid duplicate data across platforms.
Make technology decisions with a prioritised plan.

Book a free 30-minute meeting

Are you paying for tools your team does not use?

Leave us your details and we will review which marketing and sales tools you use, how they connect and where information or money is being lost. Then we will tell you what to keep, change or remove.